+147.3%
XOVR vs VT
+167.6%
-20.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +1.6% | +0.4% | +1.2% | +1.1% |
| 30D | +8.6% | +1.0% | +7.6% | +7.4% |
| 3M | +2.9% | +2.4% | +0.6% | +0.5% |
| 6M | +18.8% | +12.0% | +6.8% | +4.2% |
| YTD | +4.5% | +15.3% | -10.8% | -11.4% |
| 1Y | +5.6% | +22.6% | -16.9% | -16.5% |
| 3Y | +72.1% | +74.7% | -2.6% | -8.0% |
| 5Y | +24.9% | +66.1% | -41.2% | -28.4% |
| All | +147.3% | +167.6% | -20.3% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling